Creatis Capital LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Cape Elizabeth, Maine
CRD number
131986
Registered since
January 5, 2005

Firm profile

FINTRX

Overview

Creatis Capital LLC is organized as a limited liability company and has been registered with the SEC since 2005. The firm appears to be privately held with ownership characterized as a mix of a domestic entity and an individual. Public classification data lists the adviser as unclassified, which typically indicates a small or narrowly focused practice rather than a large institutional chain. Regulatory and operational flags in the available profile show a narrow operational footprint: the firm is not identified as a capital allocator, is not active on ESG investing, does not operate as a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The record also indicates the adviser is not newly formed. Specifics about client segments, fee schedule, investment strategy, or advisory activities were not provided in the dataset.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Bohlmann

    Michael Bohlmann

    Founder & CEOCRD 4219731

Contacts

3 of 4
  • Gina Dwyer

    Gina Dwyer

    Vice PresidentCRD 6501869

  • Carl-Johan Berg

    Carl-Johan Berg

    Managing DirectorCRD 5729152

  • Jon Nixon

    Jon Nixon

    FounderCRD 4710715

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Cape Elizabeth, ME

Cumberland

Location

Cape Elizabeth, ME

Headquartered in Cape Elizabeth, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
23 Salt Spray Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth